EWU — iShares MSCI United Kingdom ETF

EWU Price Performance — Growth of $10,000

Value of a $10,000 investment in EWU over time, compared with SPY. Both lines are rebased to $10,000 on the first shared date. Based on total returns — prices are adjusted for dividends and splits, so this assumes distributions were reinvested. Hover or tap the chart for exact values.

EWU Drawdown

The "underwater" chart: EWU's decline from its highest prior value at each point in time. It shows how deep past losses ran and how long the fund took to recover to break-even.

Overview

The iShares MSCI United Kingdom ETF (EWU) operates within the Single Country - Developed category, where ETFValuer tracks a total of 18 funds. Issued by iShares, this exchange-traded fund holds an overall rank of #98 out of 458 tracked ETFs across all categories and carries an ETFValuer grade of B with a score of 70.8 out of 100. The fund trades at a price of $47.82 and manages assets under management totaling $3.67 billion. Investors in this vehicle face an expense ratio of 0.5% while receiving a dividend yield of 1.90%. The substantial asset base and mid-tier ranking suggest a moderate level of investor adoption relative to the broader universe of tracked funds. These metrics collectively define the fund's structural profile and cost-to-income characteristics for potential holders.

Recent price action shows a 1-day return of +0.95% and a weekly gain of +2.25%, followed by a one-month return of +4.50%. Over the longer term, the fund posted a 3-month return of +4.07% and a 6-month return of +5.84%, indicating a period of sustained but decelerating growth in the intermediate horizon. Year-to-date performance stands at +9.10%, while the 1-year return has reached +21.66%. The 3-year return figure is notably higher at +65.86%, reflecting a significant accumulation of value over the multi-year period. This trajectory demonstrates a divergence where short-term momentum has slowed compared to the robust gains recorded over the past three years.

The fund is assigned a Low volatility label and exhibits a beta of 0.71, suggesting price movements that are generally less pronounced than the broader market. A Sharpe ratio of 1.11 indicates that the returns generated have been efficient relative to the amount of risk taken during the measurement period. The maximum drawdown recorded for the ETF is -12.63%, which defines the largest peak-to-trough decline experienced by the fund. This combination of low volatility and a beta below 1.0 implies that the fund tends to experience smaller swings during both up and down market conditions. The Sharpe ratio further suggests that despite the drawdown, the risk-adjusted performance has remained favorable over the tracked timeframe.

AI-generated summary based on the data on this page.

EWU Top Holdings

Holdings as of 2026-05-31 per the fund's most recent SEC N-PORT-P filing. Top 10 holdings make up 52.4% of net assets — a rough gauge of concentration risk (the higher this figure, the more the fund's return depends on a handful of names). To see how EWU's holdings overlap with other ETFs you own or are considering, check the Stock Overlap tool.

Which Funds Overlap With EWU

Holding two funds that own the same companies adds cost and complexity without adding much diversification. These tracked ETFs share the most names with EWU's top 10 — SCHF overlaps most, holding 3 of the same companies as EWU's top 10 (26.6% of EWU's assets).

Compares the top 10 reported holdings of each fund, so it's a floor on true overlap — two S&P 500 trackers overlap ~100% even when only 10 names are listed. Use the Stock Overlap tool to search by individual company.

Market Backdrop

10-Year Treasury Yield: 4.65% (as of 2026-07-27) — The yield on 10-year US Treasury bonds — the standard "risk-free rate" benchmark used to contextualize this fund’s Sharpe ratio and returns.

CBOE Volatility Index (VIX): 18.67 (as of 2026-07-27) — A real-time gauge of expected S&P 500 volatility over the next 30 days — useful context for this fund’s own volatility label.

Federal Funds Rate: 3.63% (as of 2026-06-01) — The Federal Reserve’s target policy rate, which anchors short-term borrowing costs across the economy.

EWU Liquidity, Domicile & Tax Treatment

Liquidity: Quoted bid/ask spread is — and average daily volume is 1.4M/day. Tighter spreads and higher volume mean lower round-trip trading costs; this is a live-market snapshot and can widen during volatile sessions. AUM of $3.67B provides ample scale, supporting tight spreads and issuer commitment to keep the fund open.

Domicile & tax treatment: EWU is a US-domiciled, SEC-registered ('40 Act) exchange-traded fund. Dividends and capital gains distributions are reported to US investors on Form 1099-DIV, and the fund is not subject to the PFIC reporting or UCITS-specific rules that apply to Irish- or Luxembourg-domiciled funds. Non-US investors should note that US-domiciled ETFs are generally subject to 30% US withholding tax on dividends (unless reduced by treaty) and to US estate tax exposure on the position — Irish-domiciled UCITS ETFs tracking the same index often avoid both, which is why non-US residents frequently prefer the UCITS equivalent where one exists. This is general information, not tax advice — consult a tax professional for your situation.

EWU Performance History

How EWU Compares to Other Single Country - Developed ETFs